Overview & tutorial with screen shots

Overview & tutorial with screen shots

NEW VERSION OCT 21, 2012

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Miradi tutorial with screen shots • Basic Navigation, Summary View, data entry slides 3-6• Situation Analysis Result Chain example• Objective data entry• Indicator/Measurement data entry• Activity data entry• Strategic Plan View – Standard• Strategic Plan View – Custom• Work Plan View – Layout• Work Plan – Project Settings• Work Plan – Work Unit Data Entry• Work Plan – Expense Data Entry• Reports & Exporting data

Proceed to next slide to walk through this sequence or click on the mouse icons to jump to a particular topic (in Slide Show Mode). Each topic includes a button to come back here.

Basic Features

• Target Viability - Simple approach• Target Viability - KEA approach• Threat Ranking – Simple mode• Threats Ranking – Stress-based mode

Viability & Threats

View in Slide Show Mode

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3. Opening an existing file

1. Creating a new project

2. Importing a file

Start by:

Click this button in any screen to return to directory Intro - 1 of 4

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Access More Info, Examples, Workshop

Tips

Summary view (pull-down menu to switch to other views)

Instructions walk you through data entry,

step-by-step

Move splitter to

adjust size of

upper/lower panels

Tabs with fields for entering basic project

information, team, location, etc.

Intro - 2 of 4

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Organization-specific tab & fields for Miradi sponsors

Buttons for standard pick lists – TNC

Operating Unit and Terrestrial, Marine,

& Freshwater Ecoregions

Intro - 3 of 4

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Diagram View is the main data entry view in Miradi

Click on a factor before adding a

new one to automatically link

the 2 factors

Click on buttons to add factors, check

boxes to turn layers on or off

Splitter can move bar left/right

Tabs for Conceptual Model Diagrams & Results Chains – right click to create new

diagrams or to rename existing diagrams

Zoom settings, including “Zoom to fit”

Miradi automatically saves – use “undo” to discard changes

Right-mouse click to pull up menu for many

functions, including creating & deleting

bend points and creating Group Boxes

Double-click on factors to open properties & add

objectives, indicators & more

Intro - 4 of 4

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Direct Threats

Contributing Factors & Strategies Target

Conceptual Model

Results Chain

Highlight strategy then right-click & select to build a draft Results Chain for a specific chain from your Conceptual Model (or alternatively, build a Result Chain from scratch, directly from Control Bar menu)

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Add Measurable Objectives to the Results Chain(s)

See next slide for the Dialog Box for that comes up when you Double-click

on this factor to enter or edit Objectives

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User assigned ID code Short

name

Full Objective nameShows details

for the highlighted

row

1 Objective entered

Adding/Editing Objectives for an Intermediate Result

Adjust default Miradi associations between Objectives

and Indicators or Strategies/Activities

Gray cells show relationships established in the diagram

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Add Indicators & Indicator Measurement information

See next slide for the Dialog Box that comes up when you Double-click on the Indicator icon for this

factor to enter or edit Indicators & Measurements

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Indicator & measurements over time (actual measures information)

Shows details for the

highlighted row

Most recent indicator

measurement information

Past measurement

information

Desired future result value &

date

Indicator for Objective

Trend (Flat – no major changes)

Indicates data from

quantitative sources

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Add Activities & high-level work plan information for Strategies

See next slide for the Dialog Box that comes up when you Double-click on this factor to enter or edit

Activities

Results Chain Diagram

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Shows details for the

highlighted row

Activities tab on the

Strategies Dialog Box

Activity data entry

Name of Strategy

2 Activities Entered

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Strategic Plan View – standard view displays

Standard Planning Views

(Action Plan selected)

Toggle control for Objective –

Strategy relationship

Expand or collapse all rows

Click “-” or “+” to collapse/expand tree

Details for the selected row are displayed in the lower panel where they can be

edited

Custom View (see next slide)

Side tabs to access

additional fields

Strategic Plan View – Custom view display

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Check boxes for the columns you want in the table

Can start with current or blank view

Assign name to the custom view

Check boxes for the rows you want in the table

Any table can be exported to

Word – use RTF File option

Custom View

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Work Plan View - Layout

Work Plan table

Enter people

Enter Account Codes

Enter Budget Centers

Optional Category

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Optional Category

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Create pivot table like summaries

Progress Ratings

Staff assignments

Work days

Expenses Totals

Details for the selected row are displayed in the lower panel where they can be

edited

Side tabs to access

additional fields

Create Activities or

Tasks

When

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Select “Edit” – “Preferences”

Work Plan – Project Settings

Specify currency

Specify key financial

information

Specify fiscal year

Specify Start and End dates using date

widget

Additional Financial Settings

“When” column automatically

filled out – reflects 4 years

When work days entered at finer grain (blue text - editable) – Total shifts to a roll-up field (not

editable)

Data entered for rest of years

(Note changing “Total” & “When”)

If second person is added, work days

entered in top panel are split evenly in bottom

panel. Top panel work days still blue & editable

as long as even split between people.

If asymmetrical work day entry is entered in lower panel, additional

edits must be made here (top panel no longer blue text, not editable).

Can shift to finer level of

actions via the “Create…”

button

Click “+” to show more

detailed dates

Clicking “+” will continue

to show more detail

Click “-” to collapse

dates

If work days are added at Activity level – Miradi honors this finer-grain

data as the new, improved estimate,

Strategy row now rolls up Activity data and is no

longer editable.

100 days entered as total across 4 years

(Note blue text – editable)

Double-click in “Who” to open

pick-list of people (add

people in Project

Resources tab)

Initials appear in top panel,

Assignment entry

appears in bottom panel

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Work Plan – Work Effort Data Entry

Watch in Slide Show Mode

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Work Plan – Expense Data Entry

Switched display to show Expense

columns instead of work day columns

Assigned to account

codeAssigned to Funding Source

(could be budget center)

User-entered expense

description

Expense assigned to

2012 (editable in top or bottom

panel – blue text)

Because 2011 expense is not editable – indicates finer scale

expense exists – click “+” to expand

Click “-” to

collapse

Expenses entered (and editable) at Quarter-level

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Full Report

Reports & Exporting Data

Reports View

Reports for individual sections

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The remaining slides describe target viability and threat ranking views in Miradi

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Target name

Overall target viability status

Create an indicator

Viability Analysis Mode: Simple

Set desired future status

Shows details for the highlighted row

Simple Viability Mode – Indicator & Desired Status

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Simple Viability Mode – Indicator Measurements


Document how measurements were obtained

Assign Trend category



Past measurement

information

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Key Attribute Viability Mode – Indicator & Desired Status

Target name

Create an indicator

Viability Analysis Mode: Key Attribute


Create a KEA

Document how ratings and

measurements were obtained

Set desired future status

Add one or more indicator rating descriptions

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Key Attribute Viability Mode – Indicator Measurements


Document how measurements were obtained

Assign Trend category



Past measurement

information

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Simple Threat Ranking - Severity, Scope, & Irreversibility assigned to Direct Threats (Sources of Stress)

Miradi supports 2 Threat Ranking Modes

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Simple Threat Ranking Mode

Wizard will walk you through

threat ranking

Produces TNC style

Threat Summary

Table (uses TNC roll-up

rules)

First enter targets and threats in Diagram

Assign Scope, Severity, and Irreversibility Ratings

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Stress-based Threat Ranking - traditional TNC threat ranking:• Stress Severity/Scope• Source Contribution / Irreversibility

• Option (1) - Threat View (after Direct Threats [Sources] are entered)

• Option (2) - Enter Stresses & Ranks via Target Properties in Diagram View (can be entered before Direct Threat entry)

Miradi supports 2 Threat Ranking Modes

2 Options for data

entry/editing

• Option (1) - Threat View (after Direct Threats [Sources] are entered)

Stress-based Threat Ranking Mode

Wizard provides

instructions

Select cell in table

Click to enter/edit stresses &

stress ranks

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Assign Direct Threat (i.e., Source)

Contribution & Irreversibility Ranks

Create/Delete Stresses

Assign Severity & Scope ranks

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Double-click on

Target then click on

Stresses Tab

Create/Delete Stresses

Assign Severity & Scope ranks

Assign Direct Threat (i.e., Source) Contribution & Irreversibility Ranks using Options (1) or (2) – see previous 2 slides

Stress-based Threat Ranking Mode

• Option (2) - Enter Stresses & Ranks via Target Properties in Diagram View (can be entered before Direct Threat entry)

Documents

Overview & tutorial with screen shots